Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Portfolio holdings

AUM $66.1B
1-Year Est. Return 16.89%
This Quarter Est. Return
1 Year Est. Return
+16.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$30.4B
AUM Growth
+$21.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,194
New
Increased
Reduced
Closed

Top Buys

1
+$851M
2
+$605M
3
+$577M
4
AMZN icon
Amazon
AMZN
+$285M
5
NVDA icon
NVIDIA
NVDA
+$234M

Top Sells

1
+$2.64M
2
+$2.36M
3
+$1.81M
4
VRSN icon
VeriSign
VRSN
+$1.71M
5
NBCM icon
Neuberger Berman Commodity Strategy ETF
NBCM
+$1.49M

Sector Composition

1 Technology 10.65%
2 Financials 5.46%
3 Healthcare 5.22%
4 Industrials 4.27%
5 Consumer Discretionary 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$6.18M 0.02%
+432,197
527
$6.16M 0.02%
+15,971
528
$6.11M 0.02%
+127,401
529
$6.11M 0.02%
+315,544
530
$6.1M 0.02%
+55,636
531
$6.08M 0.02%
80,031
+57,264
532
$6.07M 0.02%
104,980
+96,973
533
$6.02M 0.02%
58,061
+24,587
534
$6.02M 0.02%
148,270
+100,725
535
$5.97M 0.02%
+136,655
536
$5.97M 0.02%
320,136
+219,780
537
$5.93M 0.02%
+88,900
538
$5.93M 0.02%
189,960
+115,471
539
$5.92M 0.02%
+40,982
540
$5.91M 0.02%
+276,823
541
$5.91M 0.02%
+120,067
542
$5.89M 0.02%
+91,013
543
$5.88M 0.02%
29,386
+23,295
544
$5.82M 0.02%
+29,865
545
$5.78M 0.02%
+114,974
546
$5.77M 0.02%
83,126
+57,392
547
$5.73M 0.02%
+128,416
548
$5.72M 0.02%
344,023
+325,446
549
$5.71M 0.02%
+43,551
550
$5.66M 0.02%
103,698
+97,468
20 21
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